+51.8%
BEN vs NVMI
+3,158.6%
-3,106.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.4% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +0.2% | -8.4% | +8.6% | +2.2% |
| 3M | +6.8% | -33.6% | +40.4% | +16.7% |
| 6M | +38.1% | -14.7% | +52.8% | +39.6% |
| YTD | +44.3% | +13.2% | +31.1% | +33.8% |
| 1Y | +42.6% | +29.0% | +13.6% | +26.2% |
| 3Y | +52.3% | +215.0% | -162.7% | -5.9% |
| 5Y | +37.6% | +268.6% | -230.9% | -21.6% |
| All | +51.8% | +3,158.6% | -3,106.9% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling